See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,965 | $102,966-45.6% | $90,281-38.0% | $152,861-63.4% |
| Participation rate | 54.5% | 75.9%-21.3pp | 73.3%-18.7pp | 82.4%-27.9pp |
| Annual return | 22.58% | 95.16%-72.6pp | 78.10%-55.5pp | 345.32%-322.7pp |
| Employer contribution / active EE | $1,102 | $3,139-64.9% | $2,854-61.4% | $4,762-76.9% |
| Participant deferral / active EE | $3,015 | $4,281-29.6% | $3,885-22.4% | $5,850-48.5% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |